Jonathan Twidwell

Questioner
DISC Type : c

Managing Member at Cornerstone Companies

Overland Park, Kansas, United States

Overview

Jonathan Twidwell is the Managing Member at Cornerstone Companies, leveraging his background as a CPA and tax attorney to provide holistic financial counsel. A graduate of Creighton University School of Law, he specializes in advising corporate clients and entrepreneurs with a comprehensive, "big picture" approach to wealth management and business succession.

He is deeply committed to community service, serving as the Board President for Inclusion Connections, which supports individuals with disabilities. A passionate alumnus of Creighton University, he actively supports the schools basketball team and lives in Lenexa, Kansas, with his wife and four children.

Interesting fact: After his alma mater, Creighton University, defeated the #1 ranked mens basketball team, he celebrated by storming the court.

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Disability Inclusion
As Board President of Inclusion Connections, he champions creating community involvement, employment, and independent living opportunities for individuals with disabilities.
Entrepreneurial Finance
An "entrepreneur at heart, " his work focuses on providing comprehensive financial and tax strategies for business owners, drawing from his experience as a CPA and tax attorney.
Philanthropic Leadership
Serves on the board of the Catholic Foundation of Northeast Kansas as the Planned Giving Chairperson and promotes charitable fundraising events.

Media Appearances

Jonathan has no verified media appearances

Work History

7-2016
Managing Member at Cornerstone Companies
6-2016
President of the Board of Directors at Inclusion Connections
12-2014
Financial Advisor at Cornerstone Wealth Management - Overland Park, KS
1-2012 - 2023
Member of Board / Planned Giving Chairperson at Catholic Foundation of Northeast Kansas
3-2011 - 11-2014
General Sales Manager - Retirement Services, Estate Services, and Insurance at Mutual of Omaha Financial Advisors

Education

2004 - 2007
J.D. from Creighton University School of Law
2000 - 2004
BSBA from Creighton University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Overland Park, Kansas, United States Job Level : N/A Designation : Managing Member at Cornerstone Companies
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jonathan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jonathan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jonathan

Personality Compatibility


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